- EBMS Knowledge Base
- EBMS Main Documentation
- Server Manager
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
EBMS Server Manager Troubleshooting, Maintenance, and Utilities
Launch EBMS Server Manager from the data server.
Enable Maintenance Mode
Enabling maintenance mode for a data set is a safe way to access the data exclusively. Enabling this mode will disconnect all EBMS clients connected to the selected data set. MyEBMS, EBMS Service, and sync connection to remote POS clients will also be disconnected and shut down. Complete the following steps to enable maintenance mode.
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Launch EBMS Server Manager from the EBMS database server.
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Right click on one of the active data sets depicted by blue block to display the context menu.
- Right click on any one of the active data sets depicted by blue block to Enable Maintenance Mode.
- Right click outside of a data set to Enable maintenance mode for all applicable companies.
- Right click on any one of the active data sets depicted by blue block to Enable Maintenance Mode.
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Select the maintenance mode option to shut down all clients and services connected to the database(s) with exception of EBMS located on the server. EBMS can connect to the database from the data server only while in maintenance mode.
Note that EBMS Services, sync tools, and MyEBMS can be restarted without disabling maintenance mode. This option allows the user to activate services for other datasets while the selected data set is in maintenance mode.
Toolbar Command Options
The EBMS Server Manager contains numerous command links in the Left Command Bar column where actions may be initiated. These are used in the setup, administration, and maintenance of the EBMS Server Manager. The Troubleshoot link is the only link that a standard EBMS user would access.
The following set of tools are available for the user to manage, service or troubleshoot EBMS data sets:
The Services button can be used to start , pause , or restart the EBMS Services, Codebase Server, and all other services used within EBMS. Utilize the Services Health option to restart specific EBMS services. WARNING: clicking on these buttons will disconnect any EBMS users.
Click on the Services health option to show overall memory usage as well as a list of services and each service's memory usage. The status of individual EBMS services such as the TimeTrack time clock software, mobile scanners and other MyEBMS apps, SQL mirror, and the API gateway services should be listed on the following dialog if they are installed within the EBMS license.
Click on the restart service button to restart individual services.
The Troubleshoot tools is a common general maintenance tool to evaluate various possible EBMS Server issues. Note that all users must exit EBMS before this utility can be launched.
The View Logs option will show the logs for individual services:
Select an individual service log to view details.
The Codebase tool can be used to evaluate the EBMS database engine. This utility should only be used by technical EBMS administrators. Evaluating or removing users can be accomplished with this utility.
Additional tools are available from the EBMS Server Manager navigation bar:
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Add Company: Review the Creating a New Company section to add a new company data set to EBMS.
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Settings: This button is used to access the Server Settings dialog. Review the EBMS Server Manager Settings & Initial Setup section for detailed information related to the Server Settings dialog tabs.
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Download Update, Run EBMS Upgrade, and Roll Back EBMS Upgrade: Review Upgrading EBMS for details on using the EBMS Server manager to upgrade EBMS to a new version or to install an EBMS patch.